This WisdomTree Insight explores Japan’s economic recovery and its role as a diversification opportunity for global portfolios.
• Economic Stabilization: Despite volatile growth, Japan shows resilience, driven by strong services sectors like tourism, supported by ¥39 trillion in fiscal stimulus.
• Inflation & BOJ Policy: Inflation has eased to 2%, with nominal wages rising; however, the Bank of Japan is unlikely to pursue sustained rate hikes.
• Attractive Valuations: Japanese equities trade at significant discounts to U.S. peers, with a weaker yen boosting exporter competitiveness.
For detailed insights into Japan’s macroeconomic landscape and investment opportunities, access the full report.
Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.
